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FourThought Financial’s HealthEquity HQY Stock Holding History

FourThought Financial’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$116K Sell
1,728
-44
-2% -$2.79K 0.02% 405
2022
Q2 		$109K Sell
1,772
-98
-5% -$6.28K 0.02% 416
2022
Q1 		$126K Sell
1,870
-583
-24% -$31.5K 0.02% 420
2021
Q4 		$109K Sell
2,453
-7,438
-75% -$433K 0.01% 463
2021
Q3 		$640K Sell
9,891
-3,917
-28% -$272K 0.09% 170
2021
Q2 		$1.11M Buy
13,808
+4,673
+51% +$356K 0.15% 127
2021
Q1 		$621K Sell
9,135
-60
-0.7% -$4.71K 0.09% 171
2020
Q4 		$640K Buy
+9,195
New +$572K 0.1% 157

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FourThought Financial's HQY Position: Q3 2022 in Review

FourThought Financial reduced its HealthEquity (HQY) stake by 2.5% in Q3 2022, selling an estimated $2.79K and leaving 1,728 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #405.

FourThought Financial first reported a position in HQY in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2021. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • FourThought Financial held 1,728 shares of HealthEquity worth $116K as of Q3 2022.
  • FourThought Financial sold 44 HealthEquity shares in Q3 2022, an estimated $2.79K.
  • HealthEquity made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #405 holding.
  • FourThought Financial first reported a position in HealthEquity in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's HealthEquity position peaked at $1.11M in Q2 2021.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.